This book offers investment strategies for participants in the primary retirement organization for universities and nonprofit organizations, the Teachers Insurance and Annuity-College Retirement Equities Fund (TIAA-CREF). The investment principles outlined also apply to retirement funds offered by other investment companies. The book's scope…

In supporting the principle of equal monthly retirement benefits for women and men faculty, the author examines legal and other questions involved in determining whether separate mortality tables are equitable and whether equal contributions or equal monthly benefits is the proper measure of equality. (JT)

Information is provided on early and phased retirement plans of about 20 academic institutions. Eligibility requirements for participation in early retirement plans vary from campus to campus. Most plans have a requirement ranging from a minimum of 10 to 20 years of full-time (or part-time equivalent) service. There are basically two types of…

The various retirement income options available to TIAA-CREF participants and federal taxes on each option are explained. The importance of early planning for retirement income is stressed and it is suggested that assessment of future financial needs will indicate the most appropriate settlement mode for retirement. (SF)

Comparative information on expenditures by colleges and universities for employee retirement and insurance benefits is presented for 1986. Based on survey responses from 653 schools, information is provided for each benefit category on expenditures as a percentage of total gross payroll, and expenditures as dollars per employee per year. The…

Comparative information on expenditures by colleges and universities for employee retirement and insurance benefits is presented for 1984. Results of the survey, which was administered to 639 institutions, provide information on each benefit category on: expenditures as a percentage of total gross payroll, and expenditures as dollars per employee…

Texarkana (Texas) Community College and Texarkana Independent School District left the federal Social Security System (SSS) and reallocated SSS funds to a self-administered fringe benefit program, while also returning employees' SSS contributions to them intact. Several safeguards for Texas employees were already in place through the Texas Teacher…

This document is a study of teacher retirement systems of the United States. It also deals with the problems of improved management, particularly of how funds might be invested to increase benefits or reduce the required contributions. It sets up a hypothetically ideal pattern for the investment portfolio of typical State pension fund on the basis…

The history of the Carnegie pension system and the contributions of the Carnegie Foundation for the Advancement of Teaching (CFAT) and Henry Pritchett toward its development are discussed. General problems and criticisms of the CFAT and pension plans in academe are examined. (SF)

The basic provisions of the TIAA-CREF retirement plans are outlined and the impact of inflation and falling stock prices on annuities and bonds are investigated. Major factors that should be considered when allocating contributions to TIAA-CREF funds are discussed. (SF)

Arrangements in educational institutions for voluntary early retirement programs are discussed. Retirement at any age can be a profound and stressful lifetime change; and it can also represent a welcome transition into newly satisfying and rewarding opportunities. The focus is on: mandatory retirement (exceptions and the new meaning of "early");…

Results of the ninth biennial survey of 585 colleges and universities concerning expenditures for employee retirement and insurance benefits for 1993 are reported. Data are presented primarily in tabular form, with some narrative. A summary of survey highlights is included. Sample findings included: weighted average employer expenditure for…

Presented are the results of a survey of university benefit programs. Information and data relating to the following areas are presented: administration and insurance plans, communication of benefits, proposed changes in benefits, provision of life and dismemberment insurance, maternity leave policy, Ontario health insurance, supplementary health…

This book describes the operation of state and local government pension systems for teachers, explores the rationale behind current administrative and financial practices, and describes the interaction of special interest groups, pension professionals, and investment personnel with the administration of these systems. The pension systems in 23…

The activities of the educational boards and foundations of the United States from July 1, 1918, to June 30, 1920, were varied and interesting. A number of important studies and surveys were made that throw light on educational problems of the highest importance to the Nation and State, which are briefly set forth in this bulletin. The following…